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AVRE vs. DFGR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AVRE and DFGR is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.01.0

Performance

AVRE vs. DFGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Real Estate ETF (AVRE) and Dimensional Global Real Estate ETF (DFGR). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
1.56%
1.82%
AVRE
DFGR

Key characteristics

Sharpe Ratio

AVRE:

0.61

DFGR:

0.67

Sortino Ratio

AVRE:

0.89

DFGR:

0.98

Omega Ratio

AVRE:

1.11

DFGR:

1.12

Calmar Ratio

AVRE:

0.33

DFGR:

0.72

Martin Ratio

AVRE:

1.74

DFGR:

2.08

Ulcer Index

AVRE:

4.92%

DFGR:

4.68%

Daily Std Dev

AVRE:

14.17%

DFGR:

14.51%

Max Drawdown

AVRE:

-33.29%

DFGR:

-21.28%

Current Drawdown

AVRE:

-14.98%

DFGR:

-8.21%

Returns By Period

The year-to-date returns for both stocks are quite close, with AVRE having a 2.75% return and DFGR slightly lower at 2.70%.


AVRE

YTD

2.75%

1M

2.82%

6M

1.56%

1Y

7.84%

5Y*

N/A

10Y*

N/A

DFGR

YTD

2.70%

1M

2.70%

6M

1.82%

1Y

9.00%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AVRE vs. DFGR - Expense Ratio Comparison

AVRE has a 0.17% expense ratio, which is lower than DFGR's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


DFGR
Dimensional Global Real Estate ETF
Expense ratio chart for DFGR: current value at 0.22% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.22%
Expense ratio chart for AVRE: current value at 0.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.17%

Risk-Adjusted Performance

AVRE vs. DFGR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVRE
The Risk-Adjusted Performance Rank of AVRE is 2121
Overall Rank
The Sharpe Ratio Rank of AVRE is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of AVRE is 2121
Sortino Ratio Rank
The Omega Ratio Rank of AVRE is 2121
Omega Ratio Rank
The Calmar Ratio Rank of AVRE is 1919
Calmar Ratio Rank
The Martin Ratio Rank of AVRE is 2121
Martin Ratio Rank

DFGR
The Risk-Adjusted Performance Rank of DFGR is 2626
Overall Rank
The Sharpe Ratio Rank of DFGR is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of DFGR is 2424
Sortino Ratio Rank
The Omega Ratio Rank of DFGR is 2424
Omega Ratio Rank
The Calmar Ratio Rank of DFGR is 3434
Calmar Ratio Rank
The Martin Ratio Rank of DFGR is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVRE vs. DFGR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Real Estate ETF (AVRE) and Dimensional Global Real Estate ETF (DFGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AVRE, currently valued at 0.61, compared to the broader market0.002.004.000.610.67
The chart of Sortino ratio for AVRE, currently valued at 0.89, compared to the broader market0.005.0010.000.890.98
The chart of Omega ratio for AVRE, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.001.111.12
The chart of Calmar ratio for AVRE, currently valued at 0.62, compared to the broader market0.005.0010.0015.0020.000.620.72
The chart of Martin ratio for AVRE, currently valued at 1.74, compared to the broader market0.0020.0040.0060.0080.00100.001.742.08
AVRE
DFGR

The current AVRE Sharpe Ratio is 0.61, which is comparable to the DFGR Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of AVRE and DFGR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.61
0.67
AVRE
DFGR

Dividends

AVRE vs. DFGR - Dividend Comparison

AVRE's dividend yield for the trailing twelve months is around 3.88%, more than DFGR's 3.63% yield.


TTM2024202320222021
AVRE
Avantis Real Estate ETF
3.88%3.99%3.33%2.57%0.61%
DFGR
Dimensional Global Real Estate ETF
3.63%3.73%2.76%0.59%0.00%

Drawdowns

AVRE vs. DFGR - Drawdown Comparison

The maximum AVRE drawdown since its inception was -33.29%, which is greater than DFGR's maximum drawdown of -21.28%. Use the drawdown chart below to compare losses from any high point for AVRE and DFGR. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.71%
-8.21%
AVRE
DFGR

Volatility

AVRE vs. DFGR - Volatility Comparison

Avantis Real Estate ETF (AVRE) and Dimensional Global Real Estate ETF (DFGR) have volatilities of 4.55% and 4.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
4.55%
4.55%
AVRE
DFGR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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